WA

WFG Advisors Portfolio holdings

AUM $442M
1-Year Est. Return 12.46%
This Quarter Est. Return
1 Year Est. Return
+12.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$646M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,399
New
Increased
Reduced
Closed

Top Buys

1 +$5.04M
2 +$4.55M
3 +$3.07M
4
SH icon
ProShares Short S&P500
SH
+$1.67M
5
XOM icon
Exxon Mobil
XOM
+$1.51M

Sector Composition

1 Energy 14.9%
2 Consumer Staples 9.6%
3 Financials 5.64%
4 Utilities 5.28%
5 Industrials 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$1K ﹤0.01%
53
2027
$1K ﹤0.01%
8
2028
$1K ﹤0.01%
50
-1,200
2029
$1K ﹤0.01%
9
2030
$1K ﹤0.01%
44
2031
$1K ﹤0.01%
+34
2032
$1K ﹤0.01%
32
2033
$1K ﹤0.01%
40
2034
$1K ﹤0.01%
34
2035
$1K ﹤0.01%
20
2036
$1K ﹤0.01%
77
2037
$1K ﹤0.01%
+101
2038
$1K ﹤0.01%
149
+11
2039
$1K ﹤0.01%
73
2040
$1K ﹤0.01%
37
2041
$1K ﹤0.01%
48
+14
2042
$1K ﹤0.01%
17
2043
$1K ﹤0.01%
34
2044
$1K ﹤0.01%
+6
2045
$1K ﹤0.01%
76
2046
$1K ﹤0.01%
16
+3
2047
$1K ﹤0.01%
60
2048
$1K ﹤0.01%
13
2049
$1K ﹤0.01%
21
2050
$1K ﹤0.01%
19